401(k) · DOL Form 5500 · 2024

Heritage Homes of Nebraska 401(k) Plan

Data updated 2026-08-11

$9M
Total assets
130
Participants
54th
Percentile by assets
$71,965
Avg per participant
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Official DOL plan name: Heritage Homes of Nebraska, Inc. Profit Sharing Plan · Sponsored by Heritage Homes of Nebraska · Nebraska · Manufacturing

$9M in assets, 130 participants

Heritage Homes of Nebraska's Heritage Homes of Nebraska, Inc. Profit Sharing Plan reported $9M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 54th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 54th percentile by assets (of 123,622 plans)
  • #7,055 in Manufacturing (17,777 peers)

Coverage in Nebraska

Heritage Homes of Nebraska, Inc. Profit Sharing Plan covers 130 participants in Nebraska, about 24% of the average Nebraska filer (state average ~552 per filing). Assets: $9M.

$9M
total plan assets (2024 EOY)
130
covered participants
54th
percentile by assets (of 123,622 plans)
$71,965
avg assets per participant

Where Heritage Homes of Nebraska, Inc. Profit Sharing Plan sits by total assets

Heritage Homes of Nebraska, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,355,426 Top 46% higher than 54% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Homes of Nebraska, Inc. Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $934K in the plan year 2024 filing.
  • Heritage Homes of Nebraska, Inc. Profit Sharing Plan reported participants fell from 148 in the plan year 2023 filing to 130 in the plan year 2024 filing.
  • Heritage Homes of Nebraska, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Nebraska filers

In Nebraska, the average filing covers about 552 participants across 778 plans. Heritage Homes of Nebraska, Inc. Profit Sharing Plan reports 130 participants - about 24% of that state average ($9M EOY assets).

Nebraska filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$934K
Employer EIN470597251
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Homes of Nebraska)

$6M$7M$8M$9M$10M 202220232024 $6.91M $9.36M ▲ +35.5%
Total plan assets by year, all Heritage Homes of Nebraska plans on file
Year Plans Participants Total Assets
2022 1 134 $7M
2023 1 148 $8M
2024 1 130 $9M

Nearby 401(k) Plans in Nebraska

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heritage Homes of Nebraska, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Heritage Homes of Ne…, Total assets ($B): 0.009355426 · Participants: 130Heritage Homes of Ne…Hdr, Inc. Best Plan …, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan …Peter Kiewit Sons, I…, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, I…Union Pacific Agreem…, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreem…Union Pacific Corpor…, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corpor…First National of Ne…, Total assets ($B): 1.045428819 · Participants: 4950First National of Ne…
Heritage Homes of Nebraska, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heritage Homes of Nebraska, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Heritage Homes of Nebraska, Inc. Profit Sharing Plan assets move in 2024?
Heritage Homes of Nebraska, Inc. Profit Sharing Plan grew at a solid clip - up 11.1% during 2024, from $8M to $9M. Reported net income was $934K.
How have Heritage Homes of Nebraska plan assets changed over time?
Across 3 plan years on file (2022-2024), Heritage Homes of Nebraska's sponsor-wide assets grew 35.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Heritage Homes of Nebraska, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Seufert Construction & Supply 401(k) Plan in IN ($9M, 42 participants).

Next read for Heritage Homes of Nebraska, Inc. Profit …

Filing takeaways

Ways to act on Heritage Homes of Nebraska, Inc. Profit Sharing Plan's numbers.

  • By total assets, Heritage Homes of Nebraska, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans
  • Heritage Homes of Nebraska's sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Manufacturing plans